Job Description
Location:
Koramangala,Bangalore
Department:
Wealth/Equity
Key Responsibilities:
Key Roles / Responsibilities
Plan the day’s work with emphasis on leads to be contacted basis the
importance of the Wealth Advisory funnel and size
• Identify fitment of Wealth Advisory products matching the client’s investing goals
• Interact with potential customers with the emphasis on high quality
lead conversions.
• Proactively follow up leads assigned by Wealth Advisory Head and report the
progress with mitigation plan on how to achieve the results as well.
• Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.
• Contribute to the team performance by sharing and implementing Best
Practice Ideas.
• Disseminate the learnings/ good practices across team(s) so that the
knowledge sharing is encouraged and rewarded likewise
Requirements
• Graduate (Mandatory)
• At least 0.6 -3 years working...
Koramangala,Bangalore
Department:
Wealth/Equity
Key Responsibilities:
Key Roles / Responsibilities
Plan the day’s work with emphasis on leads to be contacted basis the
importance of the Wealth Advisory funnel and size
• Identify fitment of Wealth Advisory products matching the client’s investing goals
• Interact with potential customers with the emphasis on high quality
lead conversions.
• Proactively follow up leads assigned by Wealth Advisory Head and report the
progress with mitigation plan on how to achieve the results as well.
• Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.
• Contribute to the team performance by sharing and implementing Best
Practice Ideas.
• Disseminate the learnings/ good practices across team(s) so that the
knowledge sharing is encouraged and rewarded likewise
Requirements
• Graduate (Mandatory)
• At least 0.6 -3 years working...
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